원문 보기
Hello friends, my name is Ayush, and in today's video, we're going to talk about Darshan Chemicals & C, a chemical sector company whose main job is to create color applications. If I talk about the share price of this company, it's ₹640.5 million, and the company's market cap is around ₹4,400 crore.
Friends, the chemical industry is very big. If we talk about this industry, there's an agrochemical company here, a fertilizer company here, because they make chemicals related to the construction sector. Sudarshan is in the chemical treatment sector, so the chemical sector is a very big company in itself.
Now, friends, they make pigments. In this video, we'll discuss what types of pigments they make. What are these pigments? We'll do a little fundamental analysis. In this, I'll tell you where the growth opportunities are for this feature. We'll make a clear comparison. We'll look at graduation. And what recent events have happened that It is important for us to know that Vijay Kedia ji has taken up the folding in Kishan Singh Sudarshan Chemicals, we will talk about that as well and in the last I will tell you over chat whether any pigments are made in Sudarshan Chemicals or not so friends we will do this entire discussion in this video if you have not yet subscribed to our channel then please subscribe and instead of liking this video if you like the video then you can first talk about what is a pigment which is the main business of Sudarshan Chemicals is to make pigments now friends if you google what is pigment then in Google you will come to know that pigment is a color material which is insoluble in border means it cannot be dissolved in water it is completely insoluble pigment so it cannot be dissolved in water this is its speciality now if we go to Sudarshan Chemicals' website then you will find that they have written we are the largest pigment producer in India so it means it is the largest producer of pigments in India so it is the leader in this segment now Friends, this company is here since this year, so earlier it was in chemicals in a company and other sectors as well, but now they have shifted their focus to making pigments as well and if we talk about where they sell their goods, in which sector Pregnant is used, friends, Pregnant is used in the coating sector, Asian Paints and Print and any such paint company needs investment to make its colors, so there the most use is of treatment and most of the revenue of Sudarshan Chemicals comes from the coating segment only, after this they get a little revenue from plastics, the rest does not come even from bank savings tax, whatever we read in the newspaper or whatever copy book we buy, whatever is used in it, it is also made from pigment, rest Pregnant is also used in the cosmetic sector, now if you pay attention to 200 grams revenue mix, then this company did not have 3 % revenue, treatment is with it, so you can clearly see that this company is focusing only on Pregnant, that if there is 7% It comes in devices and other time products which are in the textile industry in Europe which is very less.
Its revenue share is if we look at Mahindra Mini Vriddhi is a perfect example of this, it has come automatically and international is 50%. Friends, this company is in a way the market leader in some segments of pigments. If we talk about this, then this person is doing less than 6% in India, but these people have to share internationally and tiffin.
And in India, the name is 35% per cent of the total, but apart from India, these people are selling their goods in more than 80 donor countries. The company is very big and right now they are focusing on exports because there is opposition there. If we talk about the appointment of the industry, this company had the desired opportunity because these people are cooperative banks.
Now all their manufacturing is done in India, so their benefit from it is that there is a lever thing. Then here Anupam Kumar is able to make his pigments and if we look at Romance Chakli, then this paint The industrial paint segment is particularly one where there's a great demand for pigments, and there's a chance this sector will grow by 12%.
Their main focus in the future is pigments. Therefore, if they master the pigment sector further, they can generate good profits in the future. Friends, if we talk about their high investment, which I see in Sundaram Chemicals, they haven't invested much in this recently. In fact, capital expenditure is done to increase their capacity.
Now, friends, if they're investing in making more pigments, it means they're hoping that their sales people are going to do it. Now, friends, they're going to release 2025 pigments in the next two years. All their pigments are basically colors like yellow, green, and blue. But there are still a lot of variations in such colors, like this is a 3810 product, it's a 039 product.
So, there are a lot of variations in yellow color as well. So it is very difficult to maintain a good range of pigments and this company has been in this segment for years, so they have a very wide range of pigments and because of this they are able to support their products in more than 80 countries, now they will release 20 to 25 new pigments in two years, in which there are two plates in four to five bags which give very good profit, which are hydrant products and they are planning to sell them in foreign relations and if we see, due to this their net profit margins can increase, that is if they export their products, then the foreign markets which are developed by Radha, can pay more money to this company and for this reason they have also opened their subsidiary Star Plus in Japan, now people have started their work there too and these people are doing something in the support market of US, Avadhesh and Japan, Europe to increase their revenue, so friends, I will take two things here, here is the selfie of this company It will be formed and here net profit margins will be formed and when both these things increase together then it is a sign of multibagger stocks.
If we do a small peer comparison of this company, then you can see that this company comes at second place in the market. The name of the first company is Atul Chemicals Limited, its market cap is 39, it is a cement company worth 24 thousand crores. If we compare Sudarshan Chemical with it, the market cap of Sudarshan Chemicals is very low around 3800 crores, but if we look at the Return on Equity, then the return on equity is 22 percent per annum and if the return on equity of any company is above 15 percent, then it is considered very excellent, so here 22 percent per annum is a good thing and here the net profit margins are just a little less, it is around 8 percent.
If we look at the net profit margins of Atul Chemicals, they are around 16 percent, but the net profit margins of this company are very low. You can focus more on those who have lagged behind than on sports. Now friends, if we talk about celebrating hot food, then 100% of the people have said that investors should take up this hobby and if we look at Akram's table, it is around PS3, a little less than drinking the sector, so I feel that it is currently available at a slightly expensive valuation, so that price is around 7.43 per cent.
If we look at the sector, it is at a very good price, if we compare it with the factors, then this stock looks a little expensive, but it also has money and the reason is that the revenue of the company has fallen consistently between 2017 and 2020, if we look at the revenue of paper 2017, then tax appropriation of 13 crores has increased from that and this news has increased to 1734 crores in the first Twenty20, whereas if we look at the net income, then it has also increased consistently from 67 per cent, so the revenue When both the earnings and earnings are increasing, it is a sign of a multibagger stock.
It is a signal of a good company. That is why India Ratings and Research, which is a leading rating agency in India, has given this company a rating upgrade. This is not the first such rating upgrade. Friends, this company has received three or four such rating upgrades in the last two years, which shows that the company is performing well.
And that is why Mr. Vijay Kod created a position in this stock and he wants to buy holdings worth 10 crore rupees. Don't miss Twenty20 and one 4% in this company. He has taken this trick. Now if we talk about technical analysis, friends, then it seems to me that the trend of the stock is upwards. Vijay Kedia ji has picked up holdings in Sanvedana Under-42 around ₹500.
If we talk about Morning Ma'am breast size, then the trend is up here. Right now you can see the stock is trading quite high, friends, but I feel that if this stock comes around ₹550 only, then you can take a reminder in it. The support is around this level, so this was today's video on Sudarshan Chemicals, I hope you liked this video, if you liked the video then instead of liking this video, please subscribe to our channel and thank you for watching this.
댓글 0